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Intuitive Surgical

2,277 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 980 increasing their positions, 821 reducing their positions, and 244 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $171B → $135B (-$36.2B)

29% less first-time investments, than exits

New positions opened: 173 | Existing positions closed: 244

32% less funds holding in top 10

Funds holding in top 10: 6947 (-22)

Holders
2,277
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49B
Puts
$1.65B
Net Calls
Net Calls Change

Top Sellers

1 -$1.07B
2 -$557M
3 -$369M
4
Barclays
Barclays
United Kingdom
-$325M
5
Millennium Management
Millennium Management
New York
-$292M
Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
1476
Wealth Advisors of Tampa Bay
Florida
$524K
SFS
1477
Sharp Financial Services
Pennsylvania
$524K
TFA
1478
Teamwork Financial Advisors
Texas
$521K
PWMG
1479
Prestige Wealth Management Group
New Jersey
$520K
PWA
1480
Prairie Wealth Advisors
Nebraska
$520K
CIM
1481
Cambria Investment Management
California
$519K
HEM
1482
Henson-Edgewater Management
Ohio
$519K
TWM
1483
TRB Wealth Management
Texas
$519K
TA
1484
TFB Advisors
Kansas
$518K
TCM
1485
Tufton Capital Management
Maryland
$518K
HFS
1486
Howard Financial Services
Texas
$517K
CWM
1487
Connecticut Wealth Management
Connecticut
$516K
AWE
1488
Avidian Wealth Enterprises
Texas
$516K
DWM
1489
Drive Wealth Management
Utah
$515K
HA
1490
Huntleigh Advisors
Missouri
$514K
TCWM
1491
Total Clarity Wealth Management
Illinois
$514K
WSFS
1492
Wilmington Savings Fund Society
Delaware
$513K
BFG
1493
Beacon Financial Group
Texas
$513K
JMFC
1494
J.M. Forbes & Co
Massachusetts
$513K
MM
1495
MQS Management
New York
$513K
ACM
1496
Aspen Capital Management
Idaho
$512K
MW
1497
Marble Wealth
Alabama
$510K
LWL
1498
Leo Wealth LLC
Texas
$505K
IP
1499
Ignite Planners
California
$505K
AWA
1500
ARQ Wealth Advisors
Arizona
$505K